Using Operators in Record Selection Criteria

There are a variety of operators that can be utilized to improve your record selection criteria and really hone in on the records you are attempting to manipulate. Below are some examples. Keep in mind that available operators will change based on the type of field selected

• "!=" represents "not equal to"
• When using dates:
  • Operators will include "Today", "Yesterday", "Last_N_Days:xxx" and  "Next_N_Days:xxx", etc.
  • Users will be prompted to enter the number of days desired
  • Options for =, !=, < > are available
• For date and number fields, additional operators are included for specifying blank values (to specify blanks for text fields or empty values for picklist fields, leave the value box blank)
  • Dates:  "Empty Date" & "Not Empty Date"
  • Numbers:  "Equals Null" & "Not Null"
• "Like" & "NOT Like"
  • Provides a mechanism for matching partial text strings and includes support for wildcards % and _
    • The % wildcard matches zero or more characters:
      • LastName LIKE appl_%, will return records with Last Name of Appleton, Apple and Applin but NOT Appl, Bapple
      • BillingCountry Like %states, will return records with "united states"
      • BillingCountry Like united%, will return records with "united states", "united kingdom" etc.
    • The % could be also be used to find where something contains specified character patterns in a string:
      • BillingState like %ss%tt% will return records with "massachusetts"
      • AccountNumber like 0%9, will return records where the account number starts with a 0 and ends with a 9 (in one condition instead of 2)
    • The _ wildcard matches exactly one character and can be used to determine if a fields is X characters long:
      • BillingState Like __ (2 underscores), will return records with 2 character states
      • BillingPostalCode Like _________ (9 underscores), will return records with 9 digit zip codes
        • Could be used to find/reformat them as XXXXX-XXXX by using the following formula in Modify: 
          • Mid({billingpostalcode},1,5) + "-" + Mid({billingpostalcode},6,4)
          • AccountNumber NOT Like __________, will return records where the Account Number is NOT 10 characters long
        • Could be used to find Account Numbers that need to be padded with leading zeroes, or to find invalid Account Numbers